Lombard Odier has once again demonstrated its leadership in the wealth management and private banking sectors by securing multiple accolades at the WealthBriefing Swiss Awards 2025. This commendation marks the eleventh consecutive year that Lombard Odier has been honored, reinforcing the
In the ever-evolving landscape of financial technology, investors face the continuous challenge of managing their portfolios effectively while navigating market volatility and taxation complexities. Frec’s Portfolio Allocation feature offers a refreshing solution by allowing investors to take
Immigrating to a new country is an exciting yet challenging journey, especially when it comes to managing finances. New immigrants in Canada must understand the financial landscape and make informed decisions to build a strong financial future. This article provides essential tips and strategies to
Spire Wealth Management has recently adjusted its investment strategy regarding UBS Group AG, a globally recognized financial services company, reflecting broader trends observed among major hedge funds and investment firms. This move was part of a careful portfolio reassessment, highlighting the
General Catalyst, a prominent venture firm, has made a strategic move by absorbing 20 ex-staff members from First Republic Bank, a casualty of the 2023 regional banking crisis, to launch a new wealth-management business. The new firm, named GC Wealth, is led by Dave Breslin, who previously headed
In a major strategic move, Santander has named Christiana Riley as the new chief executive of its U.S. bank, a significant appointment announced by Executive Chair Ana Botin via LinkedIn. Riley's appointment comes as part of a broader restructuring effort at Santander, which includes the
